Bogart Wealth is a
Our culture is focused on preserving, growing and transferring wealth, particularly for families. Many issues arise as families struggle to find the best path forward. We believe that our own perspective and experience helps distinguish us in this area.
We believe there is no substitute for the experience of multi-generational planning for understanding the very unique challenges — and solutions — that present themselves. Our own personal experiences as well as our deep involvement in many of our client’s multi-generational plans have lead to the development of our multi-generational planning specialty.
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